Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 2,041 institutions that hold shares in the stock, with a total of 426 Million shares, which have been reported (via 13F filing form) to have a value of $46.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
24,008
shares
|
$2.62 Million
0.02% of portfolio
|
Q1 2025
Added 47.04%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
23,916
shares
|
$2.61 Million
1.71% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
23,888
shares
|
$2.6 Million
1.98% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
23,825
shares
|
$2.6 Million
0.41% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
23,772
shares
|
$2.59 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
23,755
shares
|
$2.59 Million
0.3% of portfolio
|
Q1 2025
Added 37.3%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
23,729
shares
|
$2.59 Million
1.29% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
23,678
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
23,629
shares
|
$2.57 Million
0.49% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
23,426
shares
|
$2.55 Million
1.89% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
23,342
shares
|
$2.54 Million
0.04% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
23,334
shares
|
$2.54 Million
3.11% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
23,291
shares
|
$2.54 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
23,106
shares
|
$2.52 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
22,987
shares
|
$2.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
22,815
shares
|
$2.49 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
22,698
shares
|
$2.47 Million
1.28% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
22,677
shares
|
$2.47 Million
0.2% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
22,620
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
22,617
shares
|
$2.46 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
22,613
shares
|
$2.46 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
22,464
shares
|
$2.45 Million
0.17% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
22,271
shares
|
$2.43 Million
1.5% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
22,243
shares
|
$2.42 Million
0.98% of portfolio
|
Q2 2025
Added 73.72%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
22,173
shares
|
$2.42 Million
0.17% of portfolio
|
Q1 2025
Reduced 16.56%
|